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admin_share_form_letter [2017/02/02 11:21]
sped_forms
admin_share_form_letter [2017/02/02 11:21] (current)
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 +====== Sharing a form letter with all users ======
  
 +
 +
 +===== To add a form letter for all users to access: =====
 +
 +<WRAP center round box 49%>
 +{{ :​add_form_letter.jpg?​nolink |}}
 +</​WRAP>​
 +
 +  - From the main Administration Menu, click "​Organization"​.
 +  - On the Organization page, click the blue "Form letters"​ link.
 +  - On the "Form letters"​ page, click the "Add form letter"​ button.
 +  - Optionally, select a category from the "​Category"​ drop down list box.
 +  - Enter a name for the form letter in the "​Title"​ text field.
 +  - Click the "​Add"​ button.
 +  - There is now a new, blank form letter in the list.
 +
 +===== To edit the form letter: =====
 +
 +
 +  - Find the form letter in the list and click on it's name.
 +     - Optionally, choose a value from the "​Category"​ drop down list box.
 +     - Optionally, choose a district from the "​District"​ drop down list box if you only want a specific district to use the form.
 +     - Optionally, you can rename the form letter by changing the name in the "​Name"​ text field.
 +  - Edit the body of the form letter. Editing works like working in an [[edit_section_er|ER section in Design Mode]].
 +  - Press the "​Save"​ button.
 +  - The new form letter will be displayed as a choice in the drop down list box in the "Form Letters"​ section when a [[add_a_form_letter|new form letter is added]] for a student.
 +
 +<WRAP right round box 64%>
 +{{ :​form_letter_admin_new2015.png?​nolink|}}
 +</​WRAP>​
admin_share_form_letter.txt · Last modified: 2017/02/02 11:21 (external edit)
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